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CBURX vs ILAAX
CBURX vs ILAAX Comparison
Open Charts CBURX vs ILAAX
Columbia Income Builder R
Price$12.30
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets841.92M
Invesco Income Allocation R5
Price$11.10
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets319.63M
CBURX vs ILAAX Comparison Chart in %
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CBURX vs. ILAAX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBURX is a Hold and ILAAX is a Hold.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 842M vs. ILAAX (320M). ILAAX pays higher dividends than CBURX: ILAAX (4.69) vs CBURX (3.54). CBURX was incepted earlier than ILAAX: CBURX (15 years) vs ILAAX (20 years). CBURX (1.22) is less costly to investors than ILAAX (0.62). ILAAX is a more actively managed with annual turnover of: 86.00 vs. CBURX (18.00). CBURX has a lower initial minimum investment than ILAAX: CBURX (0) vs ILAAX (1000000). ILAAX (8.42) and CBURX (8.20) have marching annual gain over last year. ILAAX return over 5 years is better than : 21.05 vs. CBURX (12.72).
| CBURX | ILAAX | CBURX / ILAAX | |
| Total Expense Ratio | 1.22 | 0.62 | 197% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 9.045 | 9.101 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 842M | 320M | 263% |
| Annual Yield % from dividends | 3.54 | 4.69 | 75% |
| Returns for 1 year | 8.20 | 8.42 | 97% |
| Returns for 3 years | 24.58 | 24.90 | 99% |
| Returns for 5 years | 12.72 | 21.05 | 60% |
| Returns for 10 years | 47.90 | 50.73 | 94% |
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